Ticket Query

Detailed information on the Ticket Query tab of the Tickets module.

Filters and Grouping

The Ticket Query is going to house all of the tickets that are synced from your Ticketing Application. Here you are able to filter your search utilizing the filter parameters at the top of the Ticket Query screen.

Each of the filter parameters are as described in the following:

  • Region - Specify region associated with the ticket - This must be set in order to filter by Order

  • Location - Specify location associated with the ticket

  • Yard - Specify yard associated with the ticket

  • Customer - Specify customer associated with ticket

  • Order - Specify the order that was ticketed on

  • Product - Specify the product that was ticket on

  • Hauler - Specify the hauler that was ticketed on

  • Truck - Specify the truck that was ticketed on

  • Ticket # - Enter a specific ticket number to find a single ticket

  • MP Tkt # - Enter a specific ticket number associated with a Multi-Product Ticket to return all the ticket Ex. Entering MP Tkt #: 1001 will return tickets 1001.1, 1001.2, 1001.3, if you utilize a multi-product ticket

  • Operator - Specify an operator to narrow down to one Ticketing App user

  • Batch # - Specify a batch number the ticket(s) have been assigned to

  • Invoice # - Specify an invoice number the ticket(s) have been assigned to

  • Date - Set the To and From to specify a date range of interest

  • PO Num - Specify a PO number the ticket(s) have been assigned

  • Type - Set the type of ticket you are trying to view

    • Current - This filter will include all your most current tickets: Original tickets(Version 1) and the Rebilled tickets(Version 3)

    • Original - This filter includes all Version 1 of your tickets, even if they have been Credit/Rebilled

    • Credit - This filter will show any tickets you have Credit/Rebilled and will show Version 2, which is the Credit ticket

    • Rebilled - This filter will show any tickets you have Credit/Rebilled and will show Version 3, which is the Rebilled ticket

    • All - This filter will show all tickets, including original tickets and Credit/Rebilled tickets

  • Voids - Checking the Voids box will show any tickets that have been voided, whether they have been voided from the web portal or the ticketing app

  • Group by Columns - You can also drag any column and drop it on the "Drag a column header and drop it here to group by that column" to group by a specific column header

ETicket and Edit

The Ticket Query table provides all the information on the tickets that have been ran. You are able to print ETickets, Archived PDFs, as well as Exporting PDFs and an Excel spreadsheet of all tickets you have queried.

If you click the ETicket button on a given ticket it will download a PDF of the ETicket format of the specific ticket. This can be used for quick reference or any other company need.

You may make any adjustments necessary to the ticket in this window, and you must leave a Revision Note before clicking Save. The Revision Note is to help keep record of edits to a ticket, and should be contain enough details to give reason for the edit.

Revision Notes and Archived PDFs

Scrolling to the right of the Ticket Query Table you will find other useful buttons, such as the Revision and Archived PDF buttons.

This will show any notes related to the ticket, such as in the above example. The ticket was removed from an invoice, and then an Edit was made to the ticket and a Revision Note was left. This screen will show what Action was taken to create the note, the Revision Date, who the ticket was Revised By, and the related note.

Image, Signatures, and Ticket Notes

Next to the Archived PDF on the Ticket Query Table you will see the buttons for Image, Signature, and Ticket Notes. These only populate if you are using a camera for the images, if you require driver signature, and if someone enters a ticket note either at the time of ticketing or in an edit.

You are able to rotate the image as well as print the image if need be. If you rotate the image you must click Reset to get the image back to the original orientation.

This note will contain the Ticket #, the Operator, and the note that was taken.

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